CEO - Wealth Management
Requirements :
Degree in finance, banking, accounting, economics, business or related studies with qualifications such as MBA, CFA, CPA, LLB are a plus
Has more than 10 years wealth management solid experience in which the recent 5 years or above at Director level
Has private equity, equity fund or bond fund raising exposure, successful track records in financing, take over and merger of investment projects
Has clientele resources, strength in business development or cooperation partners connections is preferred, previous exposure in External Asset Manager (EAM) business.
Great leadership, with vision and excellent investment and management power
Has outstanding interpersonal and communication skills. Capable to command fluent English, Putonghua and Cantonese
Duties :
In charge of the wealth management business by setting strategic in depth investment analysis, source and in charge of the execution of take over and merger of investment projects, manage the whole investment process and achieve good returns
Handle industries research and analysis, project assessment, deal execution and investment management
Build and expand the client base and manage the sales team to provide wealth management service to clients and to achieve sales targets
Formulate the business direction and strategy according to ever-changing market conditions
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